UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136B
AUM Growth
+$8.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,343
New
Increased
Reduced
Closed

Top Buys

1
+$692M
2
+$432M
3
+$294M
4
PX
Praxair Inc
PX
+$288M
5
V icon
Visa
V
+$208M

Top Sells

1
+$438M
2
+$255M
3
+$178M
4
TE
TECO ENERGY INC
TE
+$176M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$161M

Sector Composition

1 Financials 8.14%
2 Healthcare 7.99%
3 Technology 7.51%
4 Consumer Discretionary 6.36%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3701
$201K ﹤0.01%
4,050
+1,880
3702
$201K ﹤0.01%
33,958
-9,390
3703
$201K ﹤0.01%
15,088
+2,308
3704
$200K ﹤0.01%
9,565
-2,000
3705
$200K ﹤0.01%
6,749
+1,405
3706
$200K ﹤0.01%
7,653
-4,109
3707
$199K ﹤0.01%
6,383
-158
3708
$199K ﹤0.01%
59,496
+18,496
3709
$198K ﹤0.01%
14,759
+1,035
3710
$198K ﹤0.01%
12,157
-861
3711
$198K ﹤0.01%
14,800
-3,106
3712
$198K ﹤0.01%
24,330
+2,467
3713
$197K ﹤0.01%
31,339
+3,344
3714
$197K ﹤0.01%
8,000
-8,648
3715
$196K ﹤0.01%
123,483
+38,730
3716
$196K ﹤0.01%
7,868
+1,034
3717
$196K ﹤0.01%
33,603
-105,299
3718
$196K ﹤0.01%
9,222
-653
3719
$195K ﹤0.01%
12,488
+6,974
3720
$195K ﹤0.01%
28,884
-52,191
3721
$195K ﹤0.01%
16,809
-10,642
3722
$194K ﹤0.01%
14,418
+1,370
3723
$194K ﹤0.01%
4,064
+2,974
3724
$192K ﹤0.01%
+7,068
3725
$192K ﹤0.01%
10,181
-775
147 148
149
150 151